Difference between revisions of "Сreate quotes"

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'''Quote is a potential project. You can create it if the client is requesting the quote or if you are simply not sure yet you will get the project.'''  
 
'''Quote is a potential project. You can create it if the client is requesting the quote or if you are simply not sure yet you will get the project.'''  
 
  
 
The basic steps are as follows:
 
The basic steps are as follows:
  
 
1. Go to the  
 
1. Go to the  
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/index'''quotes list'''] </U> </span>  
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<span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/index'''Quotes list'''] </U> </span>  
 
page and click  
 
page and click  
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/create'''New Quote'''] </U> </span>.
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<span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/create'''New quote'''] </U> </span>.
  
 
2. Enter quote info (language, deadline etc) and click "'''Create'''".
 
2. Enter quote info (language, deadline etc) and click "'''Create'''".
  
3.Upload the files you received from the client (if any).
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3. Upload the files or links to files (file URLs) you received from the client, if any:
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 +
[[File:Quote files section.png|border|1000px]]
 +
 
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More info '''<U>[[Quote files section|here]]</U>'''.
 +
 
 +
4. Upload CAT log files or enter them manually if needed:
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[[File:Quote upload logs buttons.png|border|1000px]]
  
[[File:Q add files.jpg|border|1000px]]  
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More info '''<U>[[Quote CAT logs section|here]]</U>'''.
  
4.Upload the CAT log files (if needed).
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5. Enter receivables to indicate the amount to be charged from the client:
  
[[File:Q upload CAT log.jpg|border|1000px]]  
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[[File:Quote new receivable button.png|border|1000px]]  
  
5. Enter Receivables to indicate the amount to be charged from the client.
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More info '''<U>[[Quote receivables section|here]]</U>'''.
  
[[File:Q new receivable.jpg|border|1000px]]
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6. Check if everything is ok and press "'''Send'''" to send the quote to the client:
  
6. Check if everything is ok and press "'''Send'''" to send the quote to the client.
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[[File:Quote details send.png|border|1000px]]
  
[[File:Q status bar send.jpg|border|1000px]]  
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More info '''<U>[[Send quote|here]]</U>'''.
  
7. If the client accepts, you may press the "'''Convert to project'''" button to continue working on the project.
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7. If the client accepts, you may press the "'''Convert to project'''" button to continue working on the project:
  
[[File:Q status bar convert.jpg|border|1000px]]  
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[[File:Quote actions convert to proj.png|border|200px]]  
  
If they reject, click the "'''Reject'''" button to remember that rejection.
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If the client rejects, click the "'''Cancel'''" button to remember that rejection:
  
[[File:Q status bar reject.jpg|border|1000px]]  
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[[File:Quote actions reject.png|border|200px]]  
  
  
For more info on quotes, please see our [[Quotes|''' wiki pages''']].
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For more info on quotes, please see our <U>[[Quotes|''' wiki pages''']]</U> or our video tutorial [[File:youtube.jpg|40px|link=https://youtu.be/6vwCBqF7kbY]]
  
  
 
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
 
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.

Revision as of 09:14, 13 August 2019

Redirect.jpg Back to the Quick Start Guide main page.


Quote is a potential project. You can create it if the client is requesting the quote or if you are simply not sure yet you will get the project.

The basic steps are as follows:

1. Go to the Quotes list page and click New quote .

2. Enter quote info (language, deadline etc) and click "Create".

3. Upload the files or links to files (file URLs) you received from the client, if any:

Quote files section.png

More info here.

4. Upload CAT log files or enter them manually if needed:

Quote upload logs buttons.png

More info here.

5. Enter receivables to indicate the amount to be charged from the client:

Quote new receivable button.png

More info here.

6. Check if everything is ok and press "Send" to send the quote to the client:

1000px

More info here.

7. If the client accepts, you may press the "Convert to project" button to continue working on the project:

200px

If the client rejects, click the "Cancel" button to remember that rejection:

200px


For more info on quotes, please see our wiki pages or our video tutorial 40px


Redirect.jpg Back to the Quick Start Guide main page.